Forum Discussion

lindso's avatar
lindso
Trusted Cover User
3 years ago

card list detail report format issue, report not showing information on card

There are several issues with the formatting of the card list detail report resulting in a report that does not show all the information on the report that is available in the Card Information screens.

 

The "notes" section is almost cut in half, with the information in the left hand side of the field showing on the report but the information on the right hand side missing, and several lines of text are missing also.  This is shown in my attached report. I have removed every other field except for the notes field and ran the report again, but the formatting is still the same.

 

Also the formatting for the Salutation field is out of place and a random semi-colon shows on the left hand side just under the Salutation field. This semi-colon remains even if all of the fields are removed from the report.

 

Also, why do the "Custom Fields" not have their appropriate name of the custom field on the report as these are in the system and also show on the card information screen (also shown in my report).

 

Finally if this cannot be fixed, how can I create a report that shows all the information from this report and export it to excel? Currently this report can only be reported to PDF and XPS.

4 Replies

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  • lindso's avatar
    lindso
    Trusted Cover User
    3 years ago

    How do I get MYOB's attention to fix a MYOB formatting error in a report?

     

    I'm trying to print a report and there is an error in the formatting and it won't print correctly. I have already created a post about this. I cannot create my own report as the data cannot be exported and there is no other way around it. I need this report.

     

    HELP!!

  • Hi lindso 

     

    The Card List [Detial] report is designed to be a short overview of the card information. As it's an overview it may not show all the fields as intended. I don't foresee us changing anything in relation to that report in the near future.

    If you are looking for more of a comprehensive view of your cards (and it is a better format - in my mind) I would recommend exporting the card information using the File>>Import/Export Assistant. This will give you a txt file which could be opened in Excel for better reviewing.

  • lindso's avatar
    lindso
    Trusted Cover User
    3 years ago

    Hi Steven_M ,

     

    Thanks for your response. To give you a better idea of the purpose of the report, I am trying to use this report as a job card. ALL of the information that I need is in the Card List [Detail] report. I cannot export the information as I don't require the information for all customers, just individual customers on a daily basis and I need the format of the Card List [Detail], so, I require the Card List [Detail] report.

     

    It may be an overview report but is still a report that MYOB offers and should be formatted correctly to show all of the information. Why have a report if all of the fields in the report cannot be viewed in the report? Or do you have another report that I can use?

     

    Thank you

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi lindso 


    As has been indicated the report does show a summary of information on the notes on the car. The notes field is formatted as a single line on that report - similar to most of the other fields on that report. As a result, if the notes extend that field size for the report it will truncate that information. Given the nature and style of that report, you would not be able to expand out that field column making additional access.


    As the field is showing, albeit truncated, and there are other methods such as exporting the card records or viewing the card, this wouldn't be something that our product teams immediate look into for a future update.